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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,492 | $93,589-58.9% | $135,942-71.7% | $75,181-48.8% |
| Participation rate | 36.6% | 75.2%-38.6pp | 81.9%-45.3pp | 67.2%-30.6pp |
| Annual return | 27.60% | 30.90%-3.3pp | 68.28%-40.7pp | 160.69%-133.1pp |
| Employer contribution / active EE | $251 | $3,537-92.9% | $4,858-94.8% | $2,671-90.6% |
| Participant deferral / active EE | $4,164 | $6,405-35.0% | $7,759-46.3% | $4,126+0.9% |
| Admin fee / account holder | $0 | $6,977-100.0% | $10,764-100.0% | $5,650-100.0% |